Feature

Which companies fell by the wayside during this year's volatility?

Progress on SOE reform needs to be watched closely because it is an area where shifts in management could benefit the economy in a number of ways, according to Koon Chow, senior macro and FX strategist emerging markets fixed income team at Union Bancaire...

The economic conditions are not improving significantly in the eurozone with poor growth and low inflation, according to EI Sturdza's Eric Vanraes.

Along with slowing growth in China and the continued weakness in commodities, the focus is turning to higher discount rates in 2016, at least in the US, says Columbia Threadneedle's Chris Kinder.

With volatility having increased this year, Newton Investment Management's Nick Clay asks what type and level of risk is one willing to assume to generate the required level of income?

QE has helped drive equities and bonds beyond fair value - but what will the future hold after the Fed raises rates?

Companies in the US are feeling the pressure. The slowdown in global growth, for one, has had an impact on demand says Martin Currie's Tom Walker.

Over the past couple of months, Oyster's Claire Shaw has actively increased the fund's exposure to emerging markets as it is one of the most out of favour themes in the market right now.

Looking beyond the current volatility, investors should be thinking where will the world be in three, five and ten years' time? Which markets will see the most significant changes and developments, and therefore the most growth?

RWC Partners' Corinna Arnold argues that for investors trying to get a handle on underlying trends in Japan, it is worth stepping back and looking at the big picture.